Parsec Financial Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Parsec Financial Management, Inc.
- $2.37 Billion
- Q1 2023
A detailed history of Parsec Financial Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Parsec Financial Management, Inc. holds 352,206 shares of SCHM stock, worth $10.5 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
352,206
Previous 364,855
3.47%
Holding current value
$10.5 Million
Previous $23.9 Million
0.17%
% of portfolio
1.01%
Previous 1.07%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio